Estate Planning Case Assistant (Trusts & Estates)

Willkie Farr & Gallagher LLP; Los Angeles (CA); On-site; USD 55,000 - 58,000; Full time

Job summary

The Los Angeles office of Willkie Farr & Gallagher LLP is seeking a Case Assistant to support the Private Clients group, working in Trusts and Estate Planning. The role involves processing executed estate planning documents, maintaining the Will Safe database, client correspondence, and file organization across electronic and hard copy formats.

The ideal candidate is detail-oriented and highly organized, able to handle confidential materials with discretion.

Qualifications

• Bachelor’s Degree preferred
• Proficiency in Microsoft Office Suite required
• High level of discretion with sensitive information
• Ability to communicate effectively with all levels of firm personnel
• High level of professionalism and excellent customer service skills
• Ability to work independently and as part of a team
• Excellent organizational skills and attention to detail
• Ability to work efficiently in a fast-paced environment
• Solid time management and prioritization skills

Responsibilities

• Process executed estate planning documents, including making copies, scanning, and preparing estate planning binders
• Enter information into the Will Safe database and organize folders for original documents
• Prepare and finalize client letters for attorney approval and coordinate delivery via courier services
• Manage file projects in electronic and hard copy formats with accurate records
• Assist administrative staff with opening client files and materials for execution meetings
• Provide overflow support as needed

Skills

Microsoft Office Suite

Discretion with sensitive information

Effective communication

Professionalism and customer service

Independent and team work

Excellent organization and attention

Time management and prioritization

Education

Bachelor’s Degree preferred

Tools

Will Safe database

Job description

The Los Angeles office of Willkie Farr & Gallagher LLP is seeking a Case Assistant to support the Private Clients group, working in Trusts and Estate Planning. The role involves processing executed estate planning documents, maintaining the Will Safe database, client correspondence, and file organization across electronic and hard copy formats.

The ideal candidate is detail-oriented and highly organized, able to handle confidential materials with discretion.